Huang's 2x Chip Vow Locks Up 37% of HBM Supply [2026]
· Source: shattered.io
In short
Nvidia CEO Jensen Huang predicted a doubling of chip sales in 2027, sparking significant market reactions, especially in the memory supply sector dominated by Samsung Electronics and SK Hynix. The main constraint for Nvidia's ambitious growth is high-bandwidth memory (HBM) supply, which is reported to be effectively sold out until late 2027 or 2028. Nvidia's collaboration with Palantir aims to enhance supply chain visibility to address these constraints.
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In the issue of week 39, 2026: AI Moves Into Supply Chain Operations as Evidence, Data and Trust Shape Adoption
Tags: memory, HBM, supply, chips, Nvidia, forecast